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Oil and Gas exploration review of 2021
Our analysis of the global oil and gas exploration sector, comparing its 2021 investment with our estimated valuation of its key discoveries. We re...
Oil price crash: can M&A save the day? Part one.
Though we are in unprecedented times, we can still take insights from previous downturns. We know, for example, that uncertainty stymies deal flow ...
Oil price crash: how will Asia Pacific's upstream sector respond?
The upstream sector in Asia Pacific is facing unprecedented uncertainty. The industry’s response to this oil price crash will reverberate for years...
Oil prices plunge: will China start filling its crude reserves?
Oil prices are plunging in March 2020 due to both demand disruption from COVID-19 and OPEC+ disintegration. As we have seen in previous oil price c...
Oil’s limited role in the current energy crunch
The oil market is not exactly experiencing a supply crunch the same way natural gas is. For oil, fear of a future supply shortage, rather than an a...
On its way down? Where next for China’s crude storage?
After several years of strong growth, the Chinese government’s appetite to further expand its SPR storage capacity is cooling down. Furthermore, wh...
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